Shepherd Financial Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Shepherd Financial Partners’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,377	Closed	-$175K	–	134
2018 Q3	$175K	Hold	4,377	–	–	0.04%	127
2018 Q2	$173K	Buy	+4,377	New	+$167K	0.04%	128

Other funds holding MLPX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Shepherd Financial Partners's MLPX Position: Q4 2018 in Review

Shepherd Financial Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q4 2018, closing a stake of 4,377 shares — an estimated $175K sold.

Shepherd Financial Partners first reported a position in MLPX in Q2 2018 and held it in 2 quarters. The position peaked at $175K in Q3 2018. 99 funds tracked by Wall St. Rank hold MLPX as of Q4 2018.

Shepherd Financial Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q4 2018 after selling out during the quarter.
Shepherd Financial Partners sold 4,377 Global X MLP & Energy Infrastructure ETF shares in Q4 2018, an estimated $175K.
Shepherd Financial Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2018 and held it in 2 quarters.
Shepherd Financial Partners's Global X MLP & Energy Infrastructure ETF position peaked at $175K in Q3 2018.
99 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q4 2018.

Based on Shepherd Financial Partners's 13F filing for Q4 2018, filed 7 Feb 2019.